Primary Role: Workflow Manager
Learning Focus: Apply
Where: Mobilize & Workflow Editor
When to Use Mobilize
Use Mobilize when:
You are creating a net-new workflow
You have an existing SOP, procedure, checklist, or standard
You want a faster starting point than building manually
Mobilize always creates a Draft. You are expected to review and configure the workflow before publishing.
🧭 Before You Start
You must have access to Mobilize
If you do not see Mobilize, contact your Business Administrator or Benchmark Gensuite team
Mobilize can use:
Chat prompts
Uploaded documents
Existing workflows in your organization
Voice-to-text input
What Mobilize generates depends on how you provide input.
🧩 Choose the Right Mobilize Method
Option 1: Document-Only (Verbatim / Standards-Based Workflows)
Use this when you want the workflow created directly from your document.
Examples:
SOPs
Lockout / Tagout procedures
Company standards
Audit checklists
Important rules for Document-Only creation:
Upload the document only
Do NOT type anything into the chat prompt
Do NOT ask questions about the document in chat
How to do it
Upload the document
Click Mobilize immediately
Enter a Draft name
Wait for processing to complete
Click Take me there to open the Draft
Mobilize will create the workflow based solely on the document content.
💡 Best practice:
Use this method when accuracy to your internal standards matters more than creativity.
Option 2: Chat + Document + Existing Workflows (Most Flexible)
Use this when you want Mobilize to design or adapt a workflow.
Mobilize will combine:
Your chat prompt
Any uploaded documents
Existing workflows in your organization
You can:
Describe the workflow goal
Respond to Mobilize’s follow-up questions
Ask it to reference standards (e.g., OSHA)
Use voice-to-text to save time
⚠️ Important limitation
The chat cannot reference uploaded documents until you click Mobilize
You cannot ask questions about the document content directly in chat
You can say things like:
“I will upload a document and create a workflow from it.”
Option 3: Chat or Voice Only
Use this for quick drafts or exploratory workflows.
Examples:
“Create a daily safety observation workflow”
“Build a basic 5S audit”
Mobilize will use:
Your prompt
Patterns from existing workflows in your organization
This is best for starting points, not finalized procedures.
🛠️ How to Create a Workflow with Mobilize
Open ANVL Insights
Navigate to Mobilize → Editor
Click Mobilize (top-right corner)
Provide input using one of the methods above
Click Mobilize
Enter a workflow (Draft) name
Wait for processing to complete
Click Take me there to open the Draft
The workflow appears under Drafts.
⚠️ Common Issues & Tips
Document Upload Errors
If you get an error when clicking Mobilize:
Check the file size — large files may fail
Avoid uploading multi-sheet Excel (XLSX) files
If needed, split large documents into smaller files
Complex or Branching Workflows
If a workflow has distinct branches (for example, different questions for each weekday):
Avoid putting all branches into one workflow
Instead:
Create separate workflows for each variant, or
Create one core workflow, then copy it for variations
This makes maintenance much easier over time.
🛠️ What to Do After Mobilize Creates the Draft
Mobilize provides a starting point. You should always:
Review and refine question wording
Adjust question types
Review workflow sections (categories)
Check routing and logic
Test Before Production
After configuration:
Publish the workflow to a Demonstration / UAT site
→See Publish a Workflow to a Demonstration SiteTest end-to-end behavior
Then publish to Production sites
→ See How to Test a Workflow
🔑 Key Takeaways
Mobilize creates Draft workflows only
Document-only upload = most accurate to standards
Chat + document = more flexible design
Large or complex workflows should be split for maintainability
Always review, test, and refine before production release